Executive Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.82M | Buy |
91,259
+37,157
| +69% | +$4M | 0.77% | 33 |
|
|
2024
Q3 | $6.34M | Buy |
54,102
+42,390
| +362% | +$4.97M | 0.5% | 66 |
|
|
2024
Q2 | $1.35M | Buy |
11,712
+1,087
| +10% | +$125K | 0.25% | 56 |
|
|
2024
Q1 | $1.24M | Sell |
10,625
-168
| -2% | -$19.7K | 0.11% | 120 |
|
|
2023
Q4 | $1.08M | Sell |
10,793
-296
| -3% | -$29.6K | 0.1% | 119 |
|
|
2023
Q3 | $1.3M | Sell |
11,089
-301
| -3% | -$35.4K | 0.14% | 112 |
|
|
2023
Q2 | $1.22M | Sell |
11,390
-180
| -2% | -$19.3K | 0.13% | 115 |
|
|
2023
Q1 | $1.27M | Buy |
11,570
+1,175
| +11% | +$129K | 0.14% | 107 |
|
|
2022
Q4 | $1.15M | Buy |
10,395
+9,514
| +1,080% | +$1.05M | 0.14% | 110 |
|
|
2022
Q3 | $881 | Sell |
881
-9,316
| -91% | -$9.32K | 0.12% | 112 |
|
|
2022
Q2 | $873K | Sell |
10,197
-458
| -4% | -$39.2K | 0.12% | 111 |
|
|
2022
Q1 | $880K | Buy |
10,655
+84
| +0.8% | +$6.94K | 0.1% | 121 |
|
|
2021
Q4 | $646K | Buy |
10,571
+836
| +9% | +$51.1K | 0.06% | 126 |
|
|
2021
Q3 | $572K | Sell |
9,735
-544
| -5% | -$32K | 0.06% | 128 |
|
|
2021
Q2 | $648K | Buy |
10,279
+96
| +0.9% | +$6.05K | 0.07% | 128 |
|
|
2021
Q1 | $568K | Sell |
10,183
-402
| -4% | -$22.4K | 0.07% | 129 |
|
|
2020
Q4 | $436K | Buy |
10,585
+14
| +0.1% | +$577 | 0.05% | 126 |
|
|
2020
Q3 | $362K | Buy |
10,571
+105
| +1% | +$3.6K | 0.05% | 123 |
|
|
2020
Q2 | $468K | Buy |
10,466
+1,219
| +13% | +$54.5K | 0.07% | 101 |
|
|
2020
Q1 | $351K | Sell |
9,247
-38
| -0.4% | -$1.44K | 0.06% | 101 |
|
|
2019
Q4 | $647K | Buy |
9,285
+2,442
| +36% | +$170K | 0.09% | 106 |
|
|
2019
Q3 | $483K | Sell |
6,843
-3,073
| -31% | -$217K | 0.07% | 104 |
|
|
2019
Q2 | $760K | Buy |
9,916
+4,656
| +89% | +$357K | 0.11% | 120 |
|
|
2019
Q1 | $425K | Sell |
5,260
-4,054
| -44% | -$328K | 0.08% | 115 |
|
|
2018
Q4 | $635K | Buy |
+9,314
| New | +$635K | 0.11% | 91 |
|